Susan D. Marshall is an accomplished professional in the world of comprehensive health & life insurance; financial and retirement planning.
Susan has over 30 years of experience and expertise in business, health and education. She is a graduate of the University of Colorado and holds a Lifetime Teaching Credential from Midwestern State University. Her experience includes serving as a financial representative at Northwestern Mutual Insurance Company, as a Registered Representative and Investment Adviser with Northwestern Mutual Investment Services, L.L.C. holding the Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses.
Susan is licensed in multiple states as a life and health agent, and in California is also a licensed Real Estate Broker.
In her early days, Susan owned and operated a dance studio where she taught students the tenets of discipline, hard work and having fun.
Throughout her life, personally and professionally, Susan has been an educator. In 2011, she founded College4Less and became a nationally licensed College Planning Relief Specialist. Her financial and retirement planning workshops helped families navigate the financial aid process and incorporate paying for college into the big picture of their financial security and retirement. Today, Susan educates her clients, CPAs and financial advisors on tax strategies.
“There are strategies that enable you to finance your child’s college education while working toward a comfortable retirement. Let’s talk about how to create a solid future for you and your children.” —Susan D Marshall
*FINRA – Financial Industry Regulatory Authority